Pure Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Pure Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.81M	Buy	76,072 +570	+0.8%	+$13.6K	0.03%	161
2025 Q1	$1.63M	Buy	75,502 +325	+0.4%	+$7K	0.03%	137
2024 Q4	$1.71M	Sell	75,177 -2,649	-3%	-$60.1K	0.04%	129
2024 Q3	$1.73M	Sell	77,826 -14,106	-15%	-$313K	0.04%	122
2024 Q2	$1.93M	Sell	91,932 -138	-0.1%	-$2.89K	0.05%	111
2024 Q1	$1.87M	Sell	92,070 -633	-0.7%	-$12.9K	0.06%	114
2023 Q4	$1.72M	Buy	92,703 +21,804	+31%	+$405K	0.06%	116
2023 Q3	$1.18M	Buy	70,899 +1,242	+2%	+$20.6K	0.05%	118
2023 Q2	$1.2M	Sell	69,657 -765	-1%	-$13.2K	0.05%	117
2023 Q1	$1.12M	Buy	70,422 +15	+0%	+$239	0.05%	117
2022 Q4	$1.05M	Buy	70,407 +60	+0.1%	+$896	0.05%	116
2022 Q3	$985K	Buy	70,347 +27,369	+64%	+$383K	0.06%	113
2022 Q2	$633K	Sell	42,978 -168	-0.4%	-$2.47K	0.04%	134
2022 Q1	$768K	Sell	43,146 -1,860	-4%	-$33.1K	0.04%	124
2021 Q4	$848K	Sell	45,006 -348	-0.8%	-$6.56K	0.04%	105
2021 Q3	$785K	Sell	45,354 -4,008	-8%	-$69.4K	0.06%	109
2021 Q2	$858K	Sell	49,362 -510	-1%	-$8.87K	0.07%	101
2021 Q1	$804K	Sell	49,872 -6,444	-11%	-$104K	0.08%	95
2020 Q4	$854K	Sell	56,316 -12,048	-18%	-$183K	0.1%	90
2020 Q3	$907K	Sell	68,364 -15,696	-19%	-$208K	0.13%	78
2020 Q2	$1.03M	Sell	84,060 -1,098	-1%	-$13.4K	0.16%	68
2020 Q1	$858K	Sell	85,158 -30,870	-27%	-$311K	0.14%	70
2019 Q4	$1.49M	Buy	116,028 +402	+0.3%	+$5.15K	0.25%	54
2019 Q3	$1.37M	Sell	115,626 -1,338	-1%	-$15.8K	0.25%	56
2019 Q2	$1.38M	Sell	116,964 -3,342	-3%	-$39.3K	0.25%	56
2019 Q1	$1.36M	Buy	120,306 +15,852	+15%	+$180K	0.26%	53
2018 Q4	$1.04M	Buy	104,454 +17,832	+21%	+$178K	0.21%	58
2018 Q3	$1.02M	Buy	+86,622	New	+$1.02M	0.22%	59
2017 Q4	–	Sell	-73,950	Closed	-$751K	–	76
2017 Q3	$751K	Buy	73,950 +10,164	+16%	+$103K	0.19%	52
2017 Q2	$622K	Buy	63,786 +10,182	+19%	+$99.3K	0.17%	60
2017 Q1	$510K	Buy	+53,604	New	+$510K	0.15%	62